When the markets are as volatile and confusing as they have been over the past several years, even the most patient investors may come to question the wisdom of the investment plan they have been following.
On top of that, life changes may have come your way, altering your financial priorities. You may be curious about different financial strategies or just want to make sure that your plan is still the best one for you. In order to stay committed to your plan, you need to have complete confidence that it is still working for you and helping you reach your goals
If this resonates with you, here’s what we would like to offer: A cup of coffee and a second opinion.
A Financial Plan Review
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals briefly and review your current portfolio so that we know where you stand, where you want to be, and so that we are on the same page with your objectives and values.
We can answer any questions you may have about the market, strategies, or basic financial tips and principles. Then, we can apply your concerns, ideas and aims to your current plan to see how everything lines up.
It Never Hurts to Ask
Once we have a good overview of your financial picture, we will be able to reevaluate and readjust. If we think your investments/insurance, etc. continue to be well suited to your long-term goals despite the market turmoil, we’ll gladly tell you so and send you on your way.
If on the other hand, we believe your plan no longer fits your goals, we’ll explain why, in plain English. And, if you’d like, we’ll recommend some alternatives. It may be that minor adjustments are needed based on your age, current economic woes, or a change in priorities and plans.
It never hurts to take a second look at your financial plan to ensure that it is up-to-date, still applicable to all aspects of your life, and ideally suited to achieve your long-term dreams. Regardless of the outcome of our second look, you will have full confidence in us, in your decisions, and in your financial plan.
Either way, the coffee’s on us!
Let us help you evaluate where you are now, determine where you would like to go, and address any gaps that may be apparent. Feel free to contact us today at (626) 529-8347 or email me at email@example.com.
Ricky Biel, CRPC® is a wealth manager with Haydel, Biel & Associates, an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with cutting edge financial technologies that make it easier than ever to accomplish your goals. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at firstname.lastname@example.org.